How big is Charles T. Mitchell Company, PLLC's plan?

Charles T. Mitchell Company, PLLC's plan reported $5.1M in assets and 14 participants for 2025.

Original filing (PDF)20260325152531NAL0005476723001

Charles T. Mitchell Company, PLLC

Name: Charles T. Mitchell Company, PLLC — Charles T., Form 5500 (2025)
Creator: Charles T. Mitchell Company, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles T. Mitchell Co. 401(k) Plan

401(k) retirement plan · Charles T. Mitchell Company, PLLC's Charles T. Mitchell Co. 401(k) Plan held $5.1M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Charles T. Mitchell Company, PLLC's EIN is 61-0567366.

EIN 61-0567366

Plan number 001

Plan year 2025

ACK ID 20260325152531NAL0005476723001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles T. Mitchell Company, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles T. Mitchell Company, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES T. MITCHELL COMPANY, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score